Couldn't ask for better unintended outcomes from that Iran war than to fast track deployment of renewable and nuclear energy.

Get europe off their anti-nuclear, pro gas stance. France gains a fair bit from this development. Russia loses influence as does the mid-east if the trajectory holds.

Winners: heat pump manufacturers, nuclear re-processing, uranium enrichment, eVs, nuclear heavy manufacturers, solar panels (China)...

Gas is an excellent compliment for renewables. It scales up and down quickly, and can cover all the weak spots around intermittency and dunkelflautes. The carbon emissions are relatively low too, because in renewables/battery heavy grid the actual quantity of gas needed is relatively small.

The problem arises in importing gas from unstable places.